JCG Surveyors Case Study Hero Background

How JCG Surveyors Unified Claims and Fin-Ops with Microsoft Power Apps and Business Central

LocationIndia

SolutionBusiness Central & Power Apps

Zero

Data Duplication

Multi

State Fin-Ops Unified

Live

Regulatory Compliance

At-a-Glance

JCG Surveyors (India’s premier loss adjuster firm with a 42-year legacy)

Case Study

CHALLENGE:

JCG manages complex, multi-year insurance claims requiring the coordination of outsourced experts, multi-state expenses, and stringent billing. Relying on disconnected local portals and Tally resulted in severe data silos, duplication, and time-consuming manual retrieval of claim statuses.

SOLUTION:

Intelegain implemented a unified architecture combining Microsoft Dynamics 365 Business Central for robust financial management and Power Apps for streamlined claims intimation.

RESULTS:

JCG completely eliminated inter-departmental dependencies, achieved real-time data synchronization across finance and operations, and successfully digitized multi-state expense booking through advanced D365 dimensional accounting.

The Challenge: Before Intelegain

Founded in 1984, JCG Surveyors has built a massive PAN-India footprint, handling a diverse portfolio of complex insurance loss adjusting and risk inspections. However, the nature of their business—managing claims that often remain active for several years—created significant operational drag when using outdated legacy systems.

Prior to the digital transformation, JCG’s operations and finance teams were working in silos. Claims were initiated in a local portal, while accounting, expenses, and invoicing were handled separately in Tally. Tracking the myriad of expenses associated with a single, multi-year claim—including outsourced expert fees and surveyor travel—required constant cross-departmental coordination. Retrieving a complete financial picture of a claim for reporting or invoicing was painfully slow and fraught with manual data entry errors. As regulatory scrutiny and Turn Around Time (TAT) pressures increased, this disconnected architecture became unsustainable.

Time-consuming manual data entry and retrieval due to disconnected systems (Tally vs. Local Portal).

Inability to seamlessly track multi-state expenses and outsourced vendor costs against individual claims.

High risk of data duplication and manual errors hindering rapid decision-making.

Why JCG Surveyors Chose Intelegain

JCG Surveyors required an enterprise-grade ERP capable of handling complex dimensional accounting while remaining flexible enough to adapt to their highly specific claims intimation process. Intelegain’s deep Microsoft ecosystem expertise made them the ideal partner.

Ecosystem Synergy:

Intelegain’s ability to seamlessly weave Microsoft Power Apps (for bespoke frontend processes) directly into the Business Central backend.

Advanced Dimensional Accounting:

Deep expertise in configuring Business Central's dimensions to handle JCG’s complex multi-state, multi-location expense tracking requirements without creating hundreds of redundant ledger accounts.

Financial Compliance Focus:

A strong understanding of Indian regulatory compliance and statutory reporting needs.

Implementation: The Intelegain Approach

Intelegain executed a comprehensive modernization strategy, replacing the legacy silos with a single source of truth.

Phase 1: Claims Intimation via Power Apps

To speed up the initial claims registration process, Intelegain developed a custom Power App. This app provides the Intimation team with a fast, intuitive interface to log new claims, which instantly syncs the data securely into the central database, drastically reducing time consumption at the very first step of the pipeline.

Phase 2: Core Financials in Business Central

Intelegain migrated JCG’s financial operations from Tally to Dynamics 365 Business Central. They configured a "One Entity, One Ledger" architecture. To handle the complexity of JCG's operations, Intelegain utilized advanced Business Central Dimensions, allowing JCG to easily track separate records under different State heads and align multiple addresses using "ship-to" dimensions.

Phase 3: Unified Operations & Real-Time Sync

With both operations and finance running on the unified Microsoft stack, Intelegain established real-time data synchronization. Now, when an outsourced expert submits an expense, it is instantly visible to both the claims manager and the finance team, eliminating data duplication and manual reconciliation.

Dynamics 365 Business CentralMicrosoft Power AppsMulti-Level Dimensional AccountingAutomated Regulatory Reporting